Webinar Registration

Introducing Financial Advisors for Good:
Unlocking the Power of Giving Circles

Boost Your Client's Charitable Giving outcomes and reduce out-of-pocket costs -

Thursday, July, 10

04:00pm ET

60 minutes

Michael Goldman, CFP®, MA

Vice President, Financial Advisor EP Wealth

Presenter Bio

What You'll Learn

Join us for an inspiring conversation on how financial advisors can amplify their charitable impact—together.

In this special session, Michael Goldman shares his experience with giving circles, a collaborative model that brings like-minded advisors together to pool resources, share values…

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

Join us for an inspiring conversation on how financial advisors can amplify their charitable impact—together.

In this special session, Michael Goldman shares his experience with giving circles, a collaborative model that brings like-minded advisors together to pool resources, share values, and make a greater difference in the causes they care about. Tom Dickson will join Michael to discuss plans for enlisting Financial Experts supporters to join The Financial Advisors for Good circle so we can amplify the impact of our charitable efforts by working together.

You’ll learn:

✅ What giving circles are and how they work

✅ The unique role financial advisors can play in shaping them

✅ How joining (or starting) one can deepen client relationships and professional fulfillment

✅ Real-world insights from the launch of Financial Advisors for Good

If you're passionate about purposeful giving—and want to do more than write a check—this webinar is for you.